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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,291 | $97,729+24.1% | $83,830+44.7% | $135,379-10.4% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -0.53% | 1287.52%-1288.0pp | 850.97%-851.5pp | 519.79%-520.3pp |
| Employer contribution / active EE | $555 | $4,222-86.9% | $3,631-84.7% | $4,779-88.4% |
| Participant deferral / active EE | $1,304 | $4,683-72.2% | $4,082-68.1% | $5,609-76.7% |
| Admin fee / account holder | $774 | $6,674-88.4% | $5,479-85.9% | $10,828-92.8% |